Learn how to use this feature to create payment plans or layaway programs through the Payment Screen.
In order to make a sale and leave part of the balance as debt, you first need to set the default credit limit.
After you've set a credit limit, begin the process of making a sale. It may be a Regular Sale (Point of Sale) or an Order. We are showing the Regular Sale (POS) process in this tutorial.
Start a sale and select a Customer
Now, add products and advance to the payment screen.
Enter a down payment. You may enter zero or a number lower than the total due.
Check the Assign Debt option, which only appears when there is a partial payment. Note that the unpaid balance is displayed in red.
Press F2 to complete the process and add the remaining balance to the customer's account.
If you hadn't selected a customer during the sale, a screen will pop up asking you to do so. Click on Select a Customer or press F5 to open your customers' list. If the customer does not have an account, click on New (F5) at the top of the list.
After that, the debt will be added to the customer's account.
